How to: "Create an IBT"

IBT stands for (Inter Branch Transfer)

When a part on the order is out of stock at the local branch, however it is in stock at the DC or a branch within the will-call network, we can create an IBT to transfer the part into the branch we are placing the order from. 

1. Create your ticket in iSeries (6&1) using the manual order entry steps until #11.

2. Confirm location you are bringing part in from on Inventory screen (push F5 to toggle)

3. Write down your ticket/invoice #

4. Before hitting F6 to print, hit shift F11 (Cmnd 23)

5. Enter your TO location (the branch you are bringing the part(s) into.

6. Enter your FROM location (the branch or DC you are getting the part(s) from.

7. Hit F3 to create a new IBT

8. Enter your part number and QTY on the left side, then hit enter (If multiple Pools populate, select the one you need)

a. *the part is not added until it drops a line

b. Make sure it matches the right side

c. Repeat for all part numbers you all pulling from this location 

9. Hit F5 for shipping information

10. In the “Ship To Note” enter the customer name, PO number/invoice#

a. Ex. “Penske PO 567010PN09090/111345767

11. Hit F6 to choose how it is shipped

12. Select the 2nd option bring in on the stock truck. 

13. Choose FPTRK for the stock truck

14. Put an “X” on the line for FP Truck and hit enter.

15. Then F5 past the special requirements. It should take you back to where you entered the part.

16. Hit F12 to Print@Remote, but "PAUSE" after that.

17. Copy your IBT number (will use later) and push enter (if you do not push enter, it will not print!)

18. It should take you back to your order entry screen.

19. F6 to print pick ticket.

20. In the note section insert “REF IBT# XXXX -- HOLD AND DELIVER COMPLETE”

21. Don’t forget your PO# and confirm your address matches PO. 

22. Hit enter to print.